cc-agent User Guide

What is cc-agent

cc-agent is a research assistant for your email and documents. Connect your mailbox (Outlook or IMAP) and your document sources (Google Drive, Zoom Docs, or direct upload), and cc-agent indexes everything so you can search it and chat with it.

There are two assistants:

• The email assistant on the inbox page searches across all your connected mailboxes.
• The document assistant on the documents page searches across uploads, Drive imports, and Zoom Docs imports.

Sign in

Sign in with Google, Microsoft, or email and password. The first time, cc-agent creates your account and takes you to the connect-providers screen.

Your sign-in identity is independent of your connected accounts. You can sign in with Google and connect Outlook, or sign in with email/password and connect both Outlook and IMAP.

The interface

Four panes, left to right:

1. Navigation — switches between Mail and Documents.
2. Chat history — your past sessions, filtered by section.
3. Main pane — inbox or documents list.
4. Agent panel — the active chat assistant, opens when you start a session.

The active chat session lives in the URL, so refresh, share, and browser back/forward all work.

Connect Outlook

1. Click Connect Outlook on the Connect Providers page.
2. Sign in with Microsoft and accept the permissions.
3. Pick which folders to index. Optionally choose a date range.

You can change your folder selection later from the account card.

Connect IMAP

For any IMAP-compatible mailbox (Gmail with app password, Fastmail, OVH, iCloud, etc.):

1. Click Add IMAP mailbox.
2. Enter host, port (usually 993), security (SSL), username, and password or app password.
3. Click Test connection, then select folders and a date range.

If your provider has two-factor authentication, generate an app-specific password from your provider's security settings — your normal password won't work.

Chat with your email

The chat panel on the inbox page searches across all your connected mailboxes. Ask anything in plain language:

• "What did Frédéric send me about the IMAP config?"
• "Summarize the conversation about the Q3 budget."
• "Show me unanswered emails from this week."

When a list of emails answers better than prose, the assistant paints the results into the inbox pane, filtered to the relevant messages.

Upload documents

Drag and drop files anywhere on the Documents page, or click the upload area.

Max 50 MB per file. Documents go through Pending → Processing → Indexed, usually under a minute.

Connect Google Drive

cc-agent imports documents from Drive on demand. You pick the specific files you want.

1. Click Import from Google Drive.
2. First time: sign in to Google and consent.
3. Google's file picker opens. Browse, search, or use the Starred view to find files.
4. Select and click Select. Files import and index automatically.

cc-agent uses the drive.file scope, which means it can only see files you explicitly pick through Google's picker. It cannot browse your full Drive.

Google-native files are exported to Office formats: Docs → DOCX, Sheets → XLSX, Slides → PPTX. The original Drive file is not modified. If you edit a file later, re-import it to update the indexed version.

Connect Zoom Docs

1. Click Import from Zoom Docs.
2. First time: sign in to Zoom and consent.
3. cc-agent shows a picker of your Zoom Docs files by folder.
4. Select files and click Import.

cc-agent only requests permissions for Docs: read your profile, list Docs files, and export selected Docs. cc-agent does not access meetings, recordings, chat, or calendar.

If you use Zoom AI Companion to generate meeting notes, those are saved as Zoom Docs and can be imported like any other file.

Chat with your documents

The chat panel on the Documents page searches your indexed documents. Every factual claim in the response cites a specific document. If nothing relevant is indexed, the assistant says so rather than guess.

Citations

Responses contain numbered citation pills inline:

The contract covers third-party IP claims ¹ and excludes consequential damages ¹³. The cap is twelve months of fees ².

• Hover a pill to see the document title and a preview of the cited passage.
• Click a pill to jump to the document in the list. If the reader is open, it scrolls to and highlights the cited chunk.
• Below each response, a Sources strip lists every document referenced. Click a card to open the document at the first cited passage.

When the assistant cites documents, the documents pane filters to just those sources. A × Clear button restores the full list.

Scope to specific docs

By default the document assistant searches all indexed documents. To restrict it:

1. Check the box next to each document you want to include.
2. A Scope strip appears above the chat composer.
3. Ask your question. The assistant searches only the selected documents.

Uncheck or click × Clear to return to global search. Selection applies to your next question; previous responses keep their original scope.

Disconnect a source

• Email accounts: disconnecting revokes access, deletes stored credentials, and removes all indexed messages, attachments, and derived data from that account.
• Drive / Zoom Docs: disconnecting revokes access and deletes credentials. Previously imported documents remain in your documents list — delete them individually if you want them gone.

Delete data

• Chat session: open the session, kebab menu, Delete.
• Document: kebab menu on the row, or the Delete button in the reader.
• Email account data: disconnect the account.
• Entire account: Settings → Delete account. All connected accounts revoked, all data removed.

Backups may retain deleted data up to 30 days before rotation.

Troubleshooting

Sync stuck on "initial" or "syncing"

Open the account card to see the error. Common causes: expired or revoked credentials (reconnect), IMAP server rejected (check host/port/password).

The assistant can't find documents I uploaded

Check the documents are Indexed, not still Processing. Also check no scope is active — if documents are checked in the list, only those are searched. Clear selection to search globally.

Imported Google Doc is missing formatting

cc-agent exports Google Docs as DOCX. Text content is preserved; complex formatting (custom fonts, charts, embedded drawings) may not be. Full text remains searchable.

FAQ

Does cc-agent read all my email?

Only messages in folders you select, within the date range you choose. Other folders are never read.

Can I connect multiple mailboxes?

Yes. The inbox merges them and the assistant searches across all of them.

Are my emails used to train AI models?

No. cc-agent uses OpenAI and Anthropic APIs; per their API terms, submitted data is not used for training.

What happens to citations if I delete a document?

The file and its indexed content are removed. Past citations to it become "deleted document" placeholders. Chat history itself is preserved.

Contact

For anything not covered here, email contact@codecubica.com.

When reporting an issue, include what you were doing, what happened, and approximate time in your local time zone.